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To: graphicsguru who wrote (237490)	7/27/2007 7:52:32 PM
From: Petz	Respond to of 275872

re: Is an Intel exclusive with Techmart worse than a Coke exclusive with McDonalds? Not obvious. Coke and Pepsi are both invited to submit bids for 100% of McDonalds business. Coke & Pepsi are approximately the same size and are capable of filling the entire order. Nothing is the same. Petz

To: graphicsguru who wrote (237490)	7/27/2007 8:00:46 PM
From: TGPTNDR	Respond to of 275872

GG, Re: That will only enter the discussion if it is somehow alleged that Intel is selling below marginal cost.> Nightly Business Report tonight reported that was part of the EU complaint. (Incremental units needed to achieve target sales.) They could be wrong, I could have heard wrong. -tgp

To: graphicsguru who wrote (237490)	7/27/2007 8:49:53 PM
From: golfbum	Read Replies (1) \| Respond to of 275872

the reason i mentioned it was because the eu spokesman mentioned that intel was pricing below not its own cost but below the cost of its "efficient competitor". in order to make that claim stick the eu needs a lot of data on cost drivers one of which is yield. perhaps the data will show a marked difference in "efficiencies" between the two companies. gb

To: graphicsguru who wrote (237490)	7/27/2007 10:49:27 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"For example, Coke can sign an exclusive deal with McDonalds. Is an Intel exclusive with Techmart worse than a Coke exclusive with McDonalds? Not obvious." It is pretty different. For one, McD's approached Coke about the deal, not vice versa. In addition, if McD's decides to put in Pepsi, Coke could not do a thing. Even raise prices as long as volume commitments are made. And finally, McD's is on the same discount schedule as anyone else. You buy X number of figals(those cylinders hold 5 gallons of product) of postmix and you pay Y dollars. There might be a little fudging with advertising, promotions and other rebates, but the same deal is offered to others. Both companies went through the exclusive deal wringer decades ago. Because they used to pay retailers to limit shelf space for competitors and do many of the things that Intel is accused of. Read up on the Cola Wars sometime. Both wound up in deep hot water and paid huge fines. And they bend over backwards to avoid even the appearance of doing those things. For these reasons, what is done with McD's is in almost every way different than what was done with TechMarkt.